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Ballew Advisors, Inc: IWR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ballew Advisors, Inc on IWR, newest first. How the timeline and the estimate are built.

Ballew Advisors, Inc held 6,973 IWR shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,973 shares
    Change vs previous 13F +52 shares

    0.38% of the 13F portfolio, value $755,039.

    13F-HR 0001580642-26-006728 filed by Ballew Advisors, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,921 shares
    Change vs previous 13F +182 shares

    0.39% of the 13F portfolio, value $763,623.

    13F-HR 0001580642-26-004238 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 6,739 shares
    Change vs previous 13F +53 shares

    0.38% of the 13F portfolio, value $681,536.

    13F-HR 0001580642-26-002441 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 6,686 shares
    Change vs previous 13F +3 shares

    0.38% of the 13F portfolio, value $670,313.

    13F-HR 0001580642-26-000257 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 6,683 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $641,322.

    13F-HR 0001580642-25-006581 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 6,681 shares
    Change vs previous 13F +3 shares

    0.37% of the 13F portfolio, value $626,107.

    13F-HR 0001580642-25-004115 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 6,678 shares
    Change vs previous 13F +2 shares

    0.36% of the 13F portfolio, value $531,861.

    13F-HR 0001580642-25-002392 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 6,676 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $589,354.

    13F-HR 0001580642-25-000325 filed by Ballew Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).